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iShares US Medical Devices ETF

559 hedge funds and large institutions have $2.87B invested in iShares US Medical Devices ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 231 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 566559 (-7)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

22% less call options, than puts

Call options by funds: $21M | Put options by funds: $26.9M

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 231

26% less capital invested

Capital invested by funds: $3.87B → $2.87B (-$995M)

44.87% less ownership

Funds ownership: 282.27%237.4% (-45%)

Holders
559
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
9.73%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
63
Increased
172
Reduced
231
Closed
65
Calls
$21M
Puts
$26.9M
Net Calls
-$5.93M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
126
Visionary Wealth Advisors
Illinois
$3.56M +$427K +7,386 +14%
BCM
127
Brookstone Capital Management
Illinois
$3.41M -$1.63M -28,134 -34%
OWA
128
Outlook Wealth Advisors
Texas
$3.37M -$3.27M -56,514 -50%
AIC
129
Ameritas Investment Company
Nebraska
$3.37M -$260K -4,494 -17%
GWM
130
Geneos Wealth Management
Colorado
$3.36M -$1.32M -22,872 -29%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$3.35M +$1.89M +32,688 +142%
MCM
132
Murphy Capital Management
New Jersey
$3.27M -$132K -2,286 -4%
OCM
133
Orleans Capital Management
Louisiana
$3.27M -$65.9K -1,140 -2%
GB
134
Gunma Bank
Japan
$3.25M +$3.12M +54,000 New
HI
135
Harbour Investments
Wisconsin
$3.22M -$1.6M -27,678 -34%
MC
136
Mathes Company
New York
$3.17M
CA
137
Cetera Advisors
Colorado
$3.1M -$284K -4,914 -9%
MWM
138
Mascoma Wealth Management
New Hampshire
$3.07M +$401K +6,942 +16%
CI
139
Cavalier Investments
Georgia
$3.03M +$176K +3,042 +6%
CS
140
Credit Suisse
Switzerland
$3.03M +$2.91M +50,322 New
NA
141
NewEdge Advisors
Louisiana
$2.98M -$5.96M -103,122 -68%
P
142
Palladiem
Pennsylvania
$2.95M +$362K +6,258 +15%
PWMG
143
Prestige Wealth Management Group
New Jersey
$2.91M -$20.1K -348 -0.7%
CSWG
144
Cardinal Strategic Wealth Guidance
Kentucky
$2.85M +$30.9K +534 +1%
ASN
145
Advisory Services Network
Georgia
$2.82M -$1.32M -22,818 -33%
SI
146
Stephens Inc
Arkansas
$2.8M -$7.29K -126 -0.3%
TRCT
147
Tower Research Capital (TRC)
New York
$2.76M -$7.11M -122,970 -73%
IWC
148
Integrated Wealth Concepts
Massachusetts
$2.76M -$4.01M -69,360 -60%
CRWM
149
Castle Rock Wealth Management
California
$2.75M +$12.8M +220,920 +515%
HPC
150
Hobart Private Capital
North Carolina
$2.67M -$218K -3,762 -8%

IHI Hedge Fund Activity: Q2 2021 in Review

559 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2021, worth a combined $2.87B — down 26% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IHI and 63 opened new positions — a net loss of 2 holders — while 231 trimmed existing stakes and 172 added.

The largest buyer was TD Asset Management, adding an estimated $97.4M. The largest seller was Envestnet Asset Management, cutting an estimated $364M.

  • 559 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2021, down from 566 in Q1 2021.
  • Funds reported $2.87B of iShares US Medical Devices ETF stock for Q2 2021, down 26% quarter-over-quarter.
  • 63 funds opened new iShares US Medical Devices ETF positions in Q2 2021 and 65 closed out, a net change of -2 holders.
  • The largest iShares US Medical Devices ETF buyer in Q2 2021 was TD Asset Management, an estimated $97.4M added.
  • The largest iShares US Medical Devices ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2021.